Stock Sector Monitoring Skill

It is used for A-share market monitoring based on Tushare, and mainly supports:

Concept sector monitoring (
```
sector
```
)
Daily details of Dragon Tiger List (
```
lhb
```
,
```
top_list
```
/ doc_id=106)
Output and save results as Markdown files

When to Use

Use this skill when users have the following intentions:

"Monitor concept sector/industry popularity/ranking list of gainers"
"Query Dragon Tiger List data"
"Filter ST stocks and output results"
"Save monitoring results as markdown/md files"

Prerequisites

Execute in the skill root directory:

bash

cd /Users/yujian/Code/py/aj-skills/skills/stock-sector-monitoring

Dependency preparation:

bash

python3 -m venv .venv
source .venv/bin/activate
python3 -m pip install -U pip
python3 -m pip install tushare pandas

Tushare token is agreed to be read from

~/.aj-skills/.env

bash

# ~/.aj-skills/.env
TUSHARE_TOKEN=your_token

Core Workflow

1) Collect Dragon Tiger List data (recommended by default)

bash

source .venv/bin/activate
python3 scripts/sector-monitoring.py \
  --once \
  --data-source lhb \
  --trade-date 20260213 \
  --top 20 \
  --format json

Description:

```
--data-source lhb
```
uses Dragon Tiger List interface (
```
top_list
```
)
```
--trade-date YYYYMMDD
```
specifies the trading date, default is the current day
The current script has built-in filtering of ST / ST / SST / SST stocks

2) Sector fluctuation and news linkage analysis (mandatory)

This analysis must be completed for each execution without additional user inquiries; the corresponding report can be generated only after the analysis is completed.

Step 1: Identify fluctuating sectors
Extract the top N sectors by gain from sector monitoring data.

Step 2: Search related news
Search recent news for fluctuating sectors:

Industry policy changes
Price/supply and demand changes
Leading company trends
International market impact

Step 3: Form conclusions on fluctuation reasons
Integrate sector data and news to produce analysis conclusions on fluctuation reasons that can be written into the report.

3) Generate Markdown report

After completing the analysis in Step 2, organize the JSON output and fluctuation reason conclusions into Markdown, and save it to the

reports/

directory.

Report title requirements (mandatory):

First generate an attractive title suitable for social media sharing.
The title should reflect "fluctuating sector + key driver/news clue", avoid using plain names such as "daily report/monitoring".
The title should be controlled within 18-32 characters, with high information density and strong readability.

Leading sector output requirements (mandatory):

The chapter

Analysis of Reasons for Today's Leading Sectors

must be output.

Cover at least the top 1-3 sectors by gain (3 by default, adjustable according to data integrity).
Each sector must include: sector name + gain, core logic, driver table, trend conclusion.
The
```
listing reason
```
in the
```
gainer list
```
must be short sentences suitable for mobile terminals, each suggested to be no more than 16 Chinese characters (or 24 characters), only key information is retained.

File naming convention:

Dragon Tiger List daily report:
```
reports/lhb-YYYYMMDD.md
```
Specified stocks:
```
reports/lhb-YYYYMMDD-TS_CODE.md
```
Concept sector:
```
reports/sector-YYYYMMDD.md
```

Minimum Markdown structure:

markdown

# 【板块异动】算力板块领涨：政策催化+龙头放量（YYYY-MM-DD）

## 今日领涨板块原因分析

### 1. 有色金属（铅锌 +5.76%、小金属 +4.65%、铜 +2.96%）

核心逻辑：需求爆发 + 供给收缩

| 驱动因素 | 具体内容 |
|---|---|
| 国际金属价格普涨 | LME 铜涨超 1.7%，锡涨超 4.6%，海外定价中枢上移 |
| AI 产业需求 | 算力与数据中心建设拉动铜等导电金属需求 |
| 新能源需求 | 锑、钨、稀土、锡等小金属受新能源产业链拉动 |
| 供给管控 | 国内供给管控政策持续，供需缺口支撑价格 |
| 货币环境 | 国际货币环境宽松，风险偏好提升带动商品走强 |

趋势结论：有色金属正从周期品向战略资源属性演进，阶段性主线仍看供需错配与产业升级共振。

## 涨幅榜 Top N
| 排名 | 代码 | 名称 | 涨跌幅 | 龙虎榜净买入额(亿) | 净买额占比(%) | 上榜理由(短句) |
|---|---|---|---:|---:|---:|---|

## 综合评分 Top N
| 排名 | 代码 | 名称 | 综合评分 | 涨跌幅 | 龙虎榜净买入额(亿) |
|---|---|---|---:|---:|---:|

## 预警
- 列出超过阈值的标的（若无则写“无”）

## 免责声明
本文为市场复盘与信息整理，不构成任何投资建议。市场有风险，决策需结合自身风险承受能力并独立判断。

4) Saving requirements (mandatory)

Each response should:

Clearly output the file path
Save the final result as
```
.md
```
file on disk
Give "Saved to:
```
<path>
```
" in the reply

5) Release inquiry and Official WeChat Account release (mandatory)

After the report is generated and saved, you must additionally ask the user whether it needs to be released to the Official WeChat Account.

Standard inquiry:

"The report has been generated, do you need me to publish it directly to the Official WeChat Account?"

Execution rules:

If the user confirms "yes", call the
```
post-to-wechat
```
skill (
```
baoyu-post-to-wechat
```
) to publish.
If the user does not confirm or refuses, no release operation is performed, only the local report file is retained.

Output Rules

Output Markdown by default, not only displayed in the conversation.
Only output the body of the analysis report, do not output data source description, interface information or filtering rule description.
The main title of the report must be an "attractive social media-style title", and generic placeholder titles cannot be used.
The report must include
```
Analysis of Reasons for Today's Leading Sectors
```
, and each leading sector must be given "core logic + driver table + trend conclusion".
The
```
listing reason
```
of the
```
gainer list
```
must be compressed into short sentences suitable for mobile terminals, and excessive original text copying is not allowed.
The
```
Disclaimer
```
chapter must be added at the end of the report and be the last section.
If the user does not specify a file name, it will be automatically generated according to the naming convention.
If the user specifies a date or TS code, the file name must reflect this condition.
If there is no data on the day, Markdown is still generated, and "No available data (non-trading day/no listing)" is written in the body.
After the report is saved, you must ask the user whether to publish it to the Official WeChat Account; call the
```
post-to-wechat
```
skill only after the user explicitly agrees.

Quality Checklist

Sector fluctuation and news linkage analysis has been completed and written into the report
The report title has been optimized for social media sharing scenarios
The leading sector output has included according to the template: sector gain, core logic, driver table, trend conclusion
The
```
listing reason
```
of the gainer list has been compressed into short sentences suitable for mobile terminals
A disclaimer has been added at the end of the report
The body of the report does not include data source description and filtering rule description
Table column names are complete and units are clear (amount is uniformly in "100 million yuan")
The report has been saved as
```
.md
```
The reply includes the save path
Have asked the user whether to publish to the Official WeChat Account; if the user confirms, the
```
post-to-wechat
```
skill has been called to publish

Notes

The Dragon Tiger List interface has high permission requirements (
```
top_list
```
usually requires point permission).
If the interface returns empty, first prompt the trading day and permission issues, then output the empty report template.

stock-sector-monitoring

NPX Install

Tags

SKILL.md Content (Chinese)

Stock Sector Monitoring Skill

When to Use

Prerequisites

Core Workflow

1) Collect Dragon Tiger List data (recommended by default)

2) Sector fluctuation and news linkage analysis (mandatory)

3) Generate Markdown report

4) Saving requirements (mandatory)

5) Release inquiry and Official WeChat Account release (mandatory)

Output Rules

Quality Checklist

Notes